Used by 75% ProfessionalsWorkbooks Overview
/5
- Linux
- Windows
Workbooks is a cloud-based CRM software with co-funded implementation. Businesses can use Workbooks to connect all of their marketing, finance, sales, and customer service teams through cloud-based CRM software for improved workflow and output. You can also easily generate and close leads.
About Workbooks
Workbooks Features
- Marketing Management : Captures leads, segments data, auto-assigns opportunities, and measures marketing ROI.
- Sales Management : Displays all prospects-related interactions, passes leads for follow-up, and converts qualified leads.
- Order Management : Generates orders and invoices, while supporting digital signature solutions and tax calculations.
- Customer Service Management : Tracks support calls, customer enquiries, and project delivery in one place.
- Automation Engine & Workflows : Allows building simple no-code workflows as well as complex workflows using scripts.
- Event Management : Manages all aspects of events from online ticket purchasing to driving attendee communication.
Workbooks Ratings and Reviews
- Paul ReynoldsIT Admin
Workbooks is used across the business specifically to solve the problem we had prior which was each department running their own tools. Now we have a hosted solution that bring our sales and marketing effort in line with our accounting practice saving time and money.
Simple to use and bring new users on to Lower cost of ownership with no upgrades or patching to "have to do" When you need support its there - Anna W.Accounting
There is no denying that it's a powerful tool, however, our service is through a third party partnership with other workflow software (CCH) and there have been a lot of problems that go beyond just usual teething. I get the impression if we were dealing with just Workbooks this wouldn't be an issue.
